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FRDMFRDM
Showing 8 of 19 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in EA SERIES TRUST

Yes. Commonwealth Equity Services holds 323,223 shares of FRDM, worth $23.6M, as of its Q2 2026 13F filing. It increased the position by 68,384 shares (+26.8%) from Q1 2026. Commonwealth Equity Services has held FRDM since Q4 2021, across 19 quarterly 13F filings.

Current Value

$23.6M

Current Shares

323,223

Total Value Change

+$22.9M

Total Shares Change

+303,621

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
323,223
+26.8%
$23.6M0.0%$72.60
35
2026-Q1
Increased
254,839
+115.2%
$13.9M0.0%$54.18
45
2025-Q4
Increased
118,411
+66.8%
$6.1M0.0%$50.61
40
2025-Q3
Decreased
71,011
-1.6%
$3.1M0.0%$43.45
0
2025-Q2
Increased
72,132
+5.4%
$2.9M0.0%$39.43
28
2025-Q1
Increased
68,463
+174.7%
$2.4M0.0%$33.92
42
2024-Q4
Increased
24,927
+27.2%
$815,0000.0%$31.38
31
2024-Q3
Decreased
19,602
-81.3%
$701,0000.0%$34.14
0

Other major holders of FRDM: Focus Partners Wealth, WELLS FARGO & COMPANY/MN, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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